Tag Archives: Russell Carpentieri

Instilling Work Ethic & Charity Within a Financially Advantaged Family



While we work hard to provide financial security for our children, it’s still important that we set them up for success by guiding them towards the right financial mindsets and behaviors.

In this episode, Iván Watanabe and Lou Mohn explore ways we can teach our kids crucial financial lessons — even when they’re raised in a financially secure environment. Lou shares his personal insight and tips for parenting around finances and reveals the financial lessons he’s taught his sons along the way.

In this episode, you will learn:

  • Early financial lessons Lou Mohn taught his children
  • Why you should let your child make mistakes
  • The importance of your child’s happiness
  • How to teach your kids about charitable giving
  • And more!

Discover concepts both parents and children should know in this episode of Wealth Style Podcast!

Resources: Opus Private Client, LLC 


How to Take Your Golf Game to the Next Level — With Tom Patri



Are you ready to drive your golf game to the next level?

If so, tee up this episode of the WealthStyle Podcast and get ready to learn from Tom Patri himself! 

As one of the top 100 golf teachers in America, Tom joins Russ Carpentieri to share actionable tips that amateur golfers can use to improve their game and reveals the ways golf has impacted our psychology and technology.

In this episode, you will learn:

  • Why you need quality golf equipment 
  • Tom’s virtual golf teaching approach 
  • The importance of maintaining a proper golf practice regime 
  • How golf has helped foster family relationships
  • And more!

Tune in now to learn how you can upgrade your golf game today!

Resources:  Opus Private Client, LLC | Tom Patri Golf Services 


From Collecting Wine to Virtual Tastings: Wine 101 — With Sarah Tracey



Are you a wine lover? Or, do you not know much about wine, but want to discover more about it?

If so, then this episode is for you!

Today, Iván Watanabe joins wine expert and certified sommelier, Sarah Tracey. To help you learn everything you need to know about wine, Sarah shares everything from her wine secrets to her tips and tricks for learning about your favourite type of wine.

In this episode, you will learn:

  • About the rise of virtual wine tastings
  • The difference between old world wine and new world wine
  • Wine etiquettes  
  • How to start your own wine collection
  • And more!

Are you ready to perfect your wine knowledge? Grab a glass and tune in now! 

Resources:  Opus Private Client, LLC | The Lush Life | Lush Life Instagram


How to Protect Your Income with Disability Insurance



Over the past several months, COVID-19 has left more people than ever questioning how they can protect their income.

To help you better understand your options, Iván Watanabe explores the value of disability insurance in today’s episode. In this information-packed episode, Iván dives into the value of this type of insurance and what you need to know about the ways it can protect you.

In this episode, you will learn:

  • Why you need to understand the definition of “disability”
  • The different types of disability insurance
  • What to think about when looking for disability insurance
  • About the process of getting disability insurance
  • And more!

Tune in now to learn more about disability insurance and why you should get it sooner rather than later!

Resources: Opus Private Client, LLC 

 


What it’s Like Working With Opus Private Client



As an Opus Private Client planner and partner, Lou Mohn provides clients with personalized comprehensive financial planning by drawing not only on his knowledge and expertise, but also on his first-hand experience in working with Opus PC as a client himself.

Today, Lou joins Iván Watanabe to share his experience of working with Opus PC as a client, and why it inspired him to pursue a career as an advisor so he, too, could provide clients with the wealth, lifestyle, and purpose they seek.

In this episode, you will learn:

  • How working with Opus PC changed Lou’s life
  • What the Opus PC planning process looks like
  • Why time spent planning up front will provide you value later on
  • How Opus’ planning can help you get through hard times 
  • And more!

Tune in now to learn about Lou’s journey with Opus PC — and what their planning process could bring you, too, as an Opus PC client!

Resources: Opus Private Client, LLC

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Wills & Trusts: Managing Assets After Death — With Anthony J. Enea



Have you created your will yet? If not, what will happen to your assets when you pass away?

In this episode, OPUS Private Client senior founder Michael Perry joins Anthony Enea, an elder law attorney with years of experience with elder law, wills, trusts and estates, asset protection, and special needs planning. Today, Anthony shares his expertise on the importance of creating a will and the impact it can have on your assets, while also answering common questions about estate planning. 

In this episode, you will learn:

  • The importance of creating a will
  • The difference between a trust and a will
  • How marriage can impact your asset distribution
  • The difficulties with using free online services
  • And more!

Tune in now for your run-down on what you need to know about estate planning with wills and trusts!

Resources: Opus Private Client, LLC  | mperry@opus-pc.com: (914) 825-1024 | Enea, Scanlan & Sirignano, LLP


How Will Socially-Distant Schooling Work?



With the pandemic precautions, returning to school is a concerning issue for many parents. What will their children’s education look like throughout the 2020-2021 school year?

In this episode, Ivan Watanabe is joined by OPUS partner George Papanicolaou and educational consultant Elaine Avinoam. Elaine shares her insight into the changes to schooling due to COVID-19 and the impact it could have on children, both in curriculum and in childrens’  socialization. 

In this episode, you will learn:

  • How schools are adapting to social distancing precautions
  • How childhood socialization will be impacted by hybrid or virtual education
  • What homeschooling could look like when done in “pods”
  • Tips for teachers who are nervous about teaching in this environment
  • The logistics of transitioning from the classroom to virtual learning or a hybrid model
  • And more!

Discover how the 2020-2021 school year will be impacted by COVID-19 precautions. 

Resources: Opus Private Client, LLCElaine Avinoam Consulting

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How to Start Using the Most Overlooked Corporate Benefits



Are you getting the most out of your company benefits?

In this episode, Russ Carpentieri and Iván Watanabe encourage you to stop leaving company benefits on the table and start using them. Find out which benefits people overlook the most, why people don’t enroll for good benefits, and, most importantly, how to start using benefits to your advantage. 

In this episode, you will learn:

  • The importance of understanding your benefits
  • How you can increase your benefits
  • The difference between company benefits and street benefits
  • How to start the enrollment process within your company
  • And more!

Tune in now to learn how to make the most of your company benefits!

Resources:  Opus Private Client, LLC 


Financial Planning Considerations for Young Families



As your life changes, so will your financial planning needs. One major transition that can shift your financial picture is starting a family.

But what should you consider around your financial planning when it comes to starting your family?

Today, Iván Watanabe joins OPUS Private Client’s George Papanicolaou to discuss financial planning considerations for young families. Together, they reveal key questions you should ask when planning for your first child and share planning ideas for after you welcome your first child.

In this episode, you’ll learn:

  • The financial steps you should take when planning for a baby
  • Why you should get your documents in order
  • The importance of locking your child’s social security number
  • How your income plays a role when planning around your child
  • And more!

Tune in now to discover the importance of financial planning when starting your family!

Resources:  Opus Private Client, LLC


Our New Normal: How the Retirement Landscape has Changed — With Rob Pruett



A lot has changed over the years, including our lifespans, goals, and view of what makes the perfect retirement. How is financial planning adapting to this changing landscape?

To examine some of these changes, Iván Watanabe joins wealth advisor Rob Pruett for today’s episode. Together, they discuss the effect COVID-19 has had on retirees and where the future of retirement planning could be heading with younger generations.

In this episode, you will learn:

  • The impact life expectancy has on retirement planning
  • What young people are looking for with their futures
  • The importance of saving early
  • Strategies for after retirement
  • And more!

Tune in now to learn more about the retirement landscape in our current environment and beyond!

Resources:   Opus Private Client, LLC